How to create and manage user accounts
Add an account, give it roles, and find anybody in the institution.
What you will learn
- How to create an account
- How to find somebody
- What the statuses mean
Before you begin
- Know the person's email address and which roles they need.
- Decide how you will give them their password — this system sends no email.
Users lists every account in the institution. A person's roles decide what they can do; the system checks that on every request, so what you set here is what is enforced.
Create an account
Step 1. Click Users in the left-hand menu.
Step 2. Click New account.
Step 3. Type the Email and Username. Both are required.
Each role is described next to its name, so you can see what you are granting. Step 4. Fill in First name and Last name so colleagues can recognise them.
Step 5. Tick the Roles this person needs.
Tick only what they need. You can add a role later; it is harder to undo damage done by one granted too early.
Step 6. Set an Initial password, or click Generate to have one made for you.
Step 7. Click Create account.
Step 8. Give the person their password yourself, in person or by a channel you trust.
There is no invitation email
This system does not send email. Creating the account is you vouching for the person, and passing on the password is your job. Never send a password by ordinary email or a public chat.
Find somebody
- Type a name or email into Search users.
- Use Any status to show only active or only suspended accounts.
- Use Any role to list every tutor, for example.
Open an account
Click a person's name to open their account. From there you can edit their details, change their roles, and suspend or restore the account.
What you should see
The new account appears in the list and the person can sign in.
Helpful tips
- Use the Generate button for passwords. A generated password is far stronger than one you invent.
- Suspending an account is usually better than deleting it — the person's history stays intact.
If something goes wrong
- The email address is refused.
- Another account already uses it. Every email must be unique.
- The new person cannot sign in.
- Check the username you gave them matches exactly, and that the account is active.
Related articles
- How roles workA role is a named set of permissions. Create one and grant it what it needs.
- How to check what a role can doLook up every permission, see which roles hold it, and check what you hold yourself.
- How to link a guardian to a studentLet a parent or carer see one student's attendance, grades and schedule.
- How to assign students to a corporate managerDecide which students each corporate manager is allowed to follow.